UK markets closed

Sterling Capital Equity Income R6 (STREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
27.86-0.06 (-0.21%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.74%
5-year average return13.04%
Number of years up4
Number of years down1
Best 1-yr total return (19 May 2024)28.18%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return28.18%
Worst 3-yr total return10.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTREXCategory
YTD2.94%4.44%
1-month-3.90%-4.04%
3-month3.30%4.09%
1-year14.57%14.37%
3-year8.17%6.04%
5-year11.33%9.20%
10-year10.56%8.57%
Last bull market24.14%22.97%
Last bear market-7.99%-11.27%

Annual total return (%) history

Year
STREXCategory
2024
N/AN/A
2023
12.52%11.63%
2022
-3.07%-5.90%
2021
28.18%26.22%
2020
8.72%2.91%
2019
25.44%25.04%
2018
N/A-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.12%N/AN/AN/A
2023-0.19%2.31%-1.85%12.28%
2022-1.17%-7.99%-5.40%12.69%
20218.34%7.35%0.36%9.82%
2020-25.21%19.02%5.90%15.33%
201910.17%4.25%2.75%6.30%
20183.75%7.27%-7.73%N/A

Rank in category (by total return)

YTD78
1-month43
3-month68
1-year48
3-year15
5-year16

Load adjusted returns

1-year14.57%
3-year8.17%
5-year11.33%
10-year10.56%